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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,593 | $38,969-80.5% | $109,313-93.1% | $55,167-86.2% |
| Participation rate | 12.0% | 58.2%-46.2pp | 71.3%-59.3pp | 69.0%-57.0pp |
| Annual return | 9.05% | 8.26%+0.8pp | 22.07%-13.0pp | 169.23%-160.2pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $212 | $2,176-90.3% | $3,166-93.3% | $3,054-93.1% |
| Admin fee / account holder | $17 | $501-96.7% | $5,666-99.7% | $504-96.7% |